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Document Record Page

Overview

When a new Controlled Document is initiated, a dedicated record page is created to outline all the essential metadata associated with the document.
This metadata includes details such as the document’s creation date, owner, review dates, approval status, and next review date.

The record page also tracks revisions, version history, and any changes made to the document over time.

Creating a New Controlled Document Record

Creating-a-New-Controlled-Documents-Record-V2

1. Select "Controlled Documents" from the top menu.

Creating-a-New-Controlled-Documents-Record-V2

2. Click the "New" button on the right side of the list view.

3. Fill in the required metadata

3. Fill in the required metadata fields, including "Name" and "Type."

Record Page Overview

1. Title
2. Document number
3. Document Type
4. Version
5. Current Status
6. Record Owner
7. Workflow
8. Workflow Buttons
9. Document Preview
10. Document Check-Out & Version Buttons
11. Record Metadata
Workflow-Transition